Institutional Ownership Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU). We have compiled data on the 482 institutions that hold shares in the stock, with a total of 2.18 Billion shares, which have been reported (via 13F filing form) to have a value of $84.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
10,020
shares
|
$388,475
0.03% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
9,946
shares
|
$385,606
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
9,902
shares
|
$383,900
0.13% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
9,860
shares
|
$382,272
0.07% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
9,732
shares
|
$377,309
0.22% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
9,730
shares
|
$377,232
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
9,506
shares
|
$368,547
0.26% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
9,302
shares
|
$360,638
0.05% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
9,299
shares
|
$360,522
0.01% of portfolio
|
Q4 2024
Reduced 28.49%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
9,274
shares
|
$359,552
0.13% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
9,241
shares
|
$358,273
0.17% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
8,933
shares
|
$346,332
0.07% of portfolio
|
Q1 2024
Reduced 31.44%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
8,870
shares
|
$343,889
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
8,831
shares
|
$342,377
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,767
shares
|
$339,896
0.0% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,694
shares
|
$337,066
0.26% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
8,529
shares
|
$330,669
0.18% of portfolio
|
Q1 2024
Reduced 2.55%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Feb 07, 2025 Q4 2024 |
8,479
shares
|
$328,730
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
8,319
shares
|
$322,527
0.03% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
8,239
shares
|
$319,426
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
8,223
shares
|
$318,805
0.03% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
8,169
shares
|
$316,712
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
8,121
shares
|
$314,851
0.22% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
8,068
shares
|
$312,796
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
7,902
shares
|
$306,360
0.0% of portfolio
|
Q4 2024
New holding
|